In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM sit down with Maggie O'Neill to share candid stories and reflections on building Hearts & Minds and creating the unique philanthropic model that has donated nearly $70 million to advance medical research.
Explore their decades-long partnership and the journey to creating a lasting legacy.
When Northcape Capital’s Fleur Wright first visited Nvidia in 2018 there was no hint of the generative AI boom that erupted in 2023, but it turned out to be her biggest win.
Northcape Capital’s Fleur Wright is still kicking herself for not owning market darlings Nvidia and Novo Nordisk, the maker of the weight loss wonder drug Ozempic, before shares of those companies rocketed in 2023.
Tech investor Sumit Gautam carefully avoids the word bubble when describing the investor frenzy surrounding the rise of artificial intelligence, but warns there are dangers of getting caught up in the hype.
Two billionaires and their companies – Canada’s Constellation and ASX-listed WiseTech – have soared in the past decade. Others worry things are about to turn.
The chief investment officer of the massive charitable fund raised almost $3 billion at ultra-low rates. Sometimes the long view can be the most profitable.
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.
The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
For billionaire investor and Oaktree Capital co-founder Howard Marks there’s little point in predicting whether the sharemarket is in bubble territory or where the market goes from here. That’s the enemy of long-term investment.